See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,454 | $51,638+28.7% | $68,368-2.8% | $82,448-19.4% |
| Participation rate | 45.8% | 63.6%-17.8pp | 73.8%-28.0pp | 68.1%-22.3pp |
| Annual return | 13.13% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $741 | $2,047-63.8% | $2,649-72.0% | $2,551-70.9% |
| Participant deferral / active EE | $2,184 | $2,914-25.0% | $4,123-47.0% | $4,139-47.2% |
| Admin fee / account holder | $852 | $4,643-81.7% | $5,150-83.5% | $7,234-88.2% |